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"Investing & Finance" Newsletter Archive

by David Sawyer

Fri, Feb 26 2021

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Charlie Munger Renews Robinhood Criticism, Likens App to Racetrack Betting
The Wall Street Journal – Caitlin McCabe – Feb 25, 12:29 PM

Legendary investor Charlie Munger continued a war of words Thursday with popular online brokerage Robinhood Markets Inc. over the way it and others have enabled and profited from the recent boom of individual investing. “I hate this luring…

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Red-Hot Stock Market Pushes More Companies to Go Public
The Wall Street Journal – Amrith Ramkumar – Feb 25, 2:30 AM

The number of publicly traded companies is rising after a two-decade slump, a shift that highlights how businesses are clamoring to capitalize on the buoyant investor sentiment that has carried everything from stocks to bitcoin to record highs.

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Rare Bond-Market Inversion Signals Short-Lived Boost to Inflation
The Wall Street Journal – Paul J. Davies – Feb 25, 2:30 AM

Markets are signaling that inflation is coming and investors are getting ready. Treasury yields are rising and stock-market investors are starting to shift from high-growth tech companies toward companies like airlines that will benefit from an…

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The Archetypical Cycle of Internal Order and Disorder
LinkedIn: Log In or Sign Up – Ray Dalio Influencer Follow Co-Chief Investment Officer & Co-Chairman of Bridgewater Associates – Dec 1, 2020

How people are with each other is the primary driver of the outcomes they get. Within countries there are systems or “orders” for governing how people are supposed to behave with each other. These systems and the actual behaviors of…

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Investors Piled into This Magical Money Machine. Now They're Stuck.
The Wall Street Journal – Jason Zweig – Feb 26, 8:02 AM

That's the lesson from this week's stunning shutdown at Infinity Q Diversified Alpha Fund. It is a $1.8 billion mutual fund that looked like a star performer by investing in derivatives meant to buck market trends. The Securities and Exchange…

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